Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on IVV, newest first. How the timeline and the estimate are built.

INDEPENDENT FINANCIAL GROUP, LLC held 124,564 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 124,564 shares
    Change vs previous 13F +2,528 shares

    1.73% of the 13F portfolio, value $95,397,236.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 122,036 shares
    Change vs previous 13F +27,869 shares

    1.71% of the 13F portfolio, value $91,391,267.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 94,167 shares
    Change vs previous 13F +756 shares

    1.38% of the 13F portfolio, value $61,510,314.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 93,411 shares
    Change vs previous 13F +1,681 shares

    1.43% of the 13F portfolio, value $63,981,134.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 91,730 shares
    Change vs previous 13F +5,760 shares

    1.47% of the 13F portfolio, value $61,394,710.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 85,970 shares
    Change vs previous 13F +6,584 shares

    1.47% of the 13F portfolio, value $53,378,733.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 79,386 shares
    Change vs previous 13F +5,628 shares

    1.53% of the 13F portfolio, value $44,607,170.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 73,758 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $43,419,893.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).